Stillpoint field notes
Client Records
2 articles about client records.
Name Client Documents So You Can Find Them
A simple file-naming rule makes outside records, signed forms, and scanned documents easier to find without exposing more detail than you need.
Clean Your Client CSV Before You Import It
A short cleanup before a client-data import can prevent duplicate records, scrambled dates, and hours of correction after the move.
Ready when you are
A calmer practice starts here.
Bring booking, notes, payments, and client communication into one considered place. Start free with no card required.